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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,421 | $60,442+62.8% | $96,754+1.7% | $87,485+12.5% |
| Participation rate | 15.4% | 58.7%-43.3pp | 70.3%-54.9pp | 68.9%-53.5pp |
| Annual return | 12.39% | 21.97%-9.6pp | 82.04%-69.7pp | 26.06%-13.7pp |
| Employer contribution / active EE | $383 | $1,691-77.4% | $2,679-85.7% | $2,596-85.3% |
| Participant deferral / active EE | $1,005 | $3,280-69.3% | $4,758-78.9% | $4,274-76.5% |
| Admin fee / account holder | $11,595 | $5,069+128.7% | $8,905+30.2% | $7,775+49.1% |